Jfs Wealth Advisors, LLC Purchases in Q1 2025

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
19
New
$663000.0 - $801950.0 $12.6M - $15.2M
19 $15.2M
DFAX
Dimensional ETF Tr
22K
+ 0.58%
$24.45 - $27.2 $538K - $599K
3.82M $100M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.7K
+ 4.02%
$95.85 - $99.25 $2.17M - $2.25M
586K $58M
VTV
Vanguard Value ETF

ETFs
16.3K
+ 787.51%
$167.73 - $179.21 $2.73M - $2.91M
18.3K $3.17M
VEA
Vanguard Ftse Developed Market

ETFs
18.7K
+ 4.18%
$47.4 - $52.99 $885K - $989K
466K $23.7M
DFAI
Dimensional ETF Tr

ETFs
2.31K
+ 0.22%
$28.88 - $32.4 $66.8K - $74.9K
1.03M $32.3M
IEFA
Ishares Tr

ETFs
2.93K
+ 0.94%
$69.57 - $78.65 $204K - $231K
316K $23.9M
IBM
International Business Machines Corp

Technology
3.62K
+ 36.35%
$217.4 - $264.74 $787K - $959K
13.6K $3.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.4K
+ 7.93%
$50.39 - $50.66 $1.08M - $1.08M
291K $14.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
39.2K
+ 119.59%
$25.54 - $28.79 $1M - $1.13M
71.9K $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.8K
+ 5.62%
$42.5 - $46.71 $544K - $598K
241K $10.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.59K
+ 140.36%
$97.25 - $104.79 $738K - $796K
13K $1.35M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.6K
New
$46.82 - $47.8 $780K - $796K
16.6K $784K
CAT
Caterpillar Inc

Industrials
2.59K
+ 79.64%
$326.75 - $407.63 $845K - $1.05M
5.83K $1.92M
JNJ
Johnson & Johnson

Healthcare
505
+ 1.67%
$142.06 - $167.7 $71.7K - $84.7K
30.8K $5.11M
IAU
Ishares Gold Trust

ETFs
11.6K
+ 301.42%
$49.74 - $58.96 $579K - $686K
15.5K $914K
IEMG
Ishares Inc

ETFs
12.2K
+ 4.27%
N/A
299K $16M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.7K
+ 46.64%
$25.35 - $27.46 $575K - $623K
71.3K $1.89M
IVV
Ishares Core S&P 500 ETF

ETFs
4.42K
+ 6.16%
$554.06 - $615.85 $2.45M - $2.72M
76.1K $42.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.81K
+ 5.94%
$81.83 - $82.73 $475K - $480K
104K $8.57M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.11K
+ 28.34%
$73.78 - $76.59 $450K - $468K
27.6K $2.12M
CVX
Chevron Corp

Energy
333
+ 2.1%
$146.71 - $167.97 $48.9K - $55.9K
16.2K $2.71M
DFAE
Dimensional ETF Tr

ETFs
2.11K
+ 0.31%
$24.64 - $26.86 $52K - $56.6K
676K $17.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.8K
+ 97.51%
$87.68 - $94.52 $333K - $359K
7.69K $719K
KO
Coca Cola CO

Consumer Defensive
996
+ 3.63%
$60.81 - $72.32 $60.6K - $72K
28.4K $2.04M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.38K
+ 103.56%
$57.44 - $59.4 $309K - $320K
10.6K $628K
VZ
Verizon Communications Inc

Communication Services
4.91K
+ 27.17%
$37.81 - $46.49 $186K - $228K
23K $1.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.3K
+ 1.82%
$49.25 - $50.66 $703K - $723K
798K $39.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
125
+ 0.26%
$74.85 - $84.89 $9.36K - $10.6K
48.4K $3.96M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.03K
+ 3.77%
$58.01 - $64.46 $118K - $131K
55.9K $3.47M
SUB
Ishares Short Term National Mu

ETFs
2.62K
+ 5.21%
$105.3 - $106.24 $276K - $279K
53K $5.59M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.29K
+ 49.82%
$50.87 - $51.09 $269K - $270K
15.9K $811K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.43K
+ 16.82%
$48.06 - $53.73 $357K - $399K
51.6K $2.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.36K
+ 2.43%
$126.11 - $135.06 $172K - $184K
57.4K $7.41M
ABT
Abbott Laboratories

Healthcare
132
+ 1.13%
$111.1 - $140.22 $14.7K - $18.5K
11.9K $1.57M
ITM
Vaneck Intermediate Muni ETF

ETFs
5.2K
+ 10390.0%
$45.21 - $46.67 $235K - $242K
5.25K $238K
VBK
Vanguard Small Cap Growth ETF

ETFs
960
+ 246.15%
$247.97 - $296.33 $238K - $284K
1.35K $339K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
675
New
$333.37 - $384.99 $225K - $260K
675 $225K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.74K
New
$126.86 - $146.45 $221K - $255K
1.74K $221K
GLD
Spdr Gold Trust

ETFs
166
+ 4.44%
$243.19 - $288.14 $40.4K - $47.8K
3.91K $1.13M
XLV
Select Sector Spdr Fund Health

ETFs
318
+ 1.62%
$137.61 - $149.68 $43.8K - $47.6K
20K $2.91M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.07K
+ 18.46%
$45.56 - $47.23 $185K - $192K
26.1K $1.23M
PM
Philip Morris International Inc.

Consumer Defensive
223
+ 4.91%
$117.15 - $158.79 $26.1K - $35.4K
4.76K $755K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.09K
New
$50.29 - $50.5 $206K - $206K
4.09K $205K
CVS
Cvs Health Corp

Healthcare
1.67K
+ 43.17%
$44.22 - $68.64 $73.6K - $114K
5.52K $374K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.95K
New
$101.13 - $119.79 $197K - $233K
1.95K $200K
XLE
Energy Sector Spdr

ETFs
557
+ 3.25%
$85.7 - $93.96 $47.7K - $52.3K
17.7K $1.65M
DFIV
Dimensional ETF Tr

ETFs
318
+ 0.72%
$35.33 - $40.77 $11.2K - $13K
44.8K $1.76M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.88K
+ 336.92%
$53.99 - $58.43 $156K - $169K
3.74K $215K
Activity Summary
Buys All Purchases 765 New Holdings 73 Increased Positions 692 Sells All Sells 585 Reductions 585 Sold out 0 Options Calls 0 Puts 0
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